AVGO vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-21.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
NVIDIA Corporation · Technology
$219.76
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(33.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
NVDA |
| Current Price |
$371.59 |
$219.76 |
| Fair Value Estimate |
$204.37 |
$318.65 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,761.8B |
$5,322.7B |
| Forward P/E |
70.7x
|
33.4x
|
| EV / EBITDA |
46.7x
|
27.6x
|
| Price / Sales |
25.9x
|
21.0x
|
| Price / FCF |
61.1x
|
44.7x
|
| Revenue Growth YoY |
+7.2%
|
+85.2%
|
| Gross Margin |
67.1%
|
74.1%
|
| Operating Margin |
40.9%
|
64.0%
|
| Return on Equity |
32.9%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
2.24%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
NVIDIA Corporation is a leading technology company specializing in semiconductors, primarily known for its GPUs and AI accelerators that power gaming, data center, and professional visualization markets. The company benefits from a durable competitive moat driven by its founder-led management, strong insider alignment, and dominant market share in AI data center chips. NVIDIA's business quality i…
Accumulation Zones
| Metric |
AVGO |
NVDA |
| Zone Low |
$153.28 |
$238.99 |
| Zone High |
$173.71 |
$270.85 |
| In Buy Zone? |
No
|
Yes
|